Setup lanes
7
The current Release 2 setup ladder covers hardware, software, workspace rhythm, file structure, device mode, and public email posture.
Starting step
Foundations
Start by locking dependable tools and a realistic operating pattern before loading the workspace with more moving parts.
Provider posture
Beta-ready
Auth, storage, billing, notifications, and jobs must use controlled provider modes before live customer operations.
Checklist
Work through the first setup pass in order
These checks are intentionally simple. The goal is to make the first operating week dependable, not to create a perfect office before any revenue or client motion exists.
Practice setup progress
Step 1 of 3Stabilize the hardware and desk baseline
Protect calls, uploads, and review work from fragile device or power conditions.
Confirm the software stack you are actually running
Treat live alpha providers and sandbox providers differently in the first month.
Define the default workspace and file rhythm
Choose the routes and folder structure that the practice will actually use every day.
Readiness checks
coverage
The practice-start view now carries standard, preparing, no-records, and needs-attention conditions before deeper setup detail work areas are introduced.